DXCM · News · 20260804N

Competition and Market Share

DEXCOM INC · 2026-08-04 · Importance 51 · Surprise 64

Senseonics reported approximately 120% year-over-year revenue growth to $14.5 million in the second quarter, driven primarily by U.S. expansion and increased adoption of its Eversense continuous glucose monitoring system. The result indicates accelerating demand for an alternative CGM platform in the U.S. market. Senseonics is also advancing its Gemini product, with a 510(k) submission targeted for the first quarter of 2027, potentially adding future competitive pressure in CGM.

Key facts

• Sei Investments Co. increased its stake in DexCom by 42.4% in the first quarter, adding 38,263 shares to reach a total of 128,467 shares valued at $8.1 million. source
• The Foletta Family Trust plans to sell 2,000 shares of common stock, valued at $170,640.00, through UBS Financial Services on NASDAQ. source
• A family trust associated with director Mark G. Foletta sold 4,000 shares in two transactions on July 31, 2026 and August 3, 2026 under a 10b5-1 Plan. source
• Argus adjusted its price target on DexCom to $96 from $86 and maintained a Buy rating. source
• The Foletta Family Trust sold 4,000 shares in June 2026 and 2,000 shares in July 2026 prior to the planned sale. source
• 98,506 shares worth approximately $7.2 million were sold by insiders over the past 90 days, a cautionary signal noted in the article. source
• Argus Research raised its price target for DexCom to $96. source
• Those sales were made at $80.00 and $85.32 per share, respectively. source